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Latest MACROVIEW INVESTMENT MANAGEMENT LLC Stock Portfolio

$166Million | No. of Holdings #105

MACROVIEW INVESTMENT MANAGEMENT LLC Performance

2026 Q3+0.74%
YTD+4.66%
2025+16.93%

About MACROVIEW INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, MACROVIEW INVESTMENT MANAGEMENT LLC reported an equity portfolio of $166.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of MACROVIEW INVESTMENT MANAGEMENT LLC are SPY, BAPR, FNDA. The fund has invested 6.8% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 4.9% of portfolio in INNOVATOR ETFS TRUST. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST, EXXON MOBIL CORP (XOM) and HUDSON PACIFIC PROPERTIES IN (HPP) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), SPDR GOLD TR (GLD) and SCIENCE APPLICATIONS INTL CO (SAIC). MACROVIEW INVESTMENT MANAGEMENT LLC opened new stock positions in INNOVATOR ETFS TRUST, GLOBAL X FDS (AGNG) and UNICYCIVE THERAPEUTICS INC (UNCY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), JANUS DETROIT STR TR (JAAA) and BLACKROCK ETF TRUST (BECO).
MACROVIEW INVESTMENT MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$166Million
  as of Oct 26, 2026

MACROVIEW INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MACROVIEW INVESTMENT MANAGEMENT LLC made a return of 0.74% in the last quarter. In trailing 12 months, it's portfolio return was 7.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator etfs trust1,744,080
innovator etfs trust1,399,950
hyperliquid strategies inc1,150,160
exxonmobil holdings corp833,320
securitize corp468,771
global x fds224,066
unicycive therapeutics inc48,611
New stocks bought by MACROVIEW INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
ishares tr119
janus detroit str tr22.49
blackrock etf trust21.29
vanguard tax-managed fds16.43
pimco etf tr16.27
ssga active etf tr15.7
janus detroit str tr14.48
nvidia corporation14.04
Additions to existing portfolio by MACROVIEW INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
micron technology inc-37.29
spdr gold tr-25.48
science applications intl co-17.54
advanced micro devices inc-16.75
meta platforms inc-12.67
spdr series trust-12.48
goldman sachs etf tr-11.83
walmart inc-8.67
MACROVIEW INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-1,554,460
innovator etfs trust-1,351,580
hudson pacific properties in-691,753
gds hldgs ltd-374,174
exxon mobil corp-723,859
roundhill etf trust-248,358
electronic arts inc-220,828
MACROVIEW INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 84.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
Sector%
Others84.6
Technology7.5
Consumer Cyclical2.6
Financial Services1.6
Communication Services1.6

Market Cap. Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.6
MEGA-CAP12.9
LARGE-CAP2.3

Stocks belong to which Index?

About 14.5% of the stocks held by MACROVIEW INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85
S&P 50014.5
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
38.0 %
MSFT
microsoft corp
36.1 %
META
meta platforms inc
26.9 %
AAPL
apple inc
15.0 %
CARZ
first tr exchange-traded fd
14.5 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.0 M
AAPL
apple inc
0.6 M
FNDA
schwab strategic tr
0.5 M
SPY
state str spdr s&p 500 etf t
0.2 M
PHYS
sprott asset management lp
0.2 M
Top 5 Losers (%)%
IBM
international business machs
-21.4 %
HD
home depot inc
-19.3 %
TSLA
tesla inc
-14.8 %
INTC
intel corp
-13.2 %
UNH
unitedhealth group inc
-11.5 %
Top 5 Losers ($)$
HD
home depot inc
-0.8 M
IJR
ishares tr
-0.5 M
IJR
ishares tr
-0.4 M
JAAA
janus detroit str tr
-0.2 M
IBM
international business machs
-0.1 M

MACROVIEW INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MACROVIEW INVESTMENT MANAGEMENT LLC

MACROVIEW INVESTMENT MANAGEMENT LLC has 105 stocks in it's portfolio. About 41.6% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for MACROVIEW INVESTMENT MANAGEMENT LLC last quarter.

$165.85MTotal Value
112Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MACROVIEW INVESTMENT MANAGEMENT LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Vaneck Etf Trust over time
0.23%5,335
$390.0K
0.23%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in First Tr Exchng Traded Fd Vi over time
0.79%51,913
$1.33M
0.79%
decreased 5.66 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Global X Fds over time
0.13%7,873
$224.1K
0.13%
new position
AGNG
Global X Fds

Global X Fds

AGNG
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Global X Fds over time
0.12%4,285
$209.3K
0.12%
decreased 3.38 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Ishares Tr over time
1.49%14,903
$2.49M
1.49%
decreased 0.23 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Innovator Etfs Trust over time
4.9%138,327
$8.18M
4.9%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Innovator Etfs Trust over time
0.89%30,285
$1.48M
0.89%
unchanged 0 percentunchanged
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Blackrock Etf Trust over time
0.23%5,652
$391.5K
0.23%
increased 21.29 percentadded
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in First Tr Exchange-Traded Fd over time
0.2%17,024
$324.8K
0.2%
increased 5.13 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Spdr Series Trust over time
0.29%5,403
$485.0K
0.29%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Spdr Series Trust over time
0.18%1,929
$304.2K
0.18%
decreased 12.48 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
MACROVIEW INVESTMENT MANAGEMENT LLC's holding in Vanguard Scottsdale Fds over time
0.95%14,593
$1.59M
0.95%
decreased 0.39 percentreduced